小摩：首次覆盖德昌电机予“增持”评级目标价67港元

智通财经2025-10-14

摩根大通发布研报称，首次覆盖德昌电机控股(00179)，予目标价67港元及“增持”评级，同时首予卧龙电驱（600580）(600580.SH)目标价43元人民币及“中性”评级。该行指，AI数据中心、人形机器人及电动垂直升降飞行器，将有望成为长期增长引擎，并重塑行业的盈利能力。　　首先，AI数据中心冷却方案方面，卧龙电驱已向国内超大型企业供应EC风机及冷板，而德昌电机则向全球顶级超大规模企业提供整合...

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小摩：首次覆盖德昌电机予“增持”评级 目标价67港元

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小摩：首次覆盖德昌电机予“增持”评级目标价67港元